See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $414,733 | $214,378+93.5% | $200,582+106.8% | $142,382+191.3% |
| Participation rate | 61.5% | 87.4%-25.9pp | 86.9%-25.3pp | 80.1%-18.6pp |
| Annual return | 9.69% | 46.41%-36.7pp | 42.33%-32.6pp | 217.08%-207.4pp |
| Employer contribution / active EE | $3,096 | $6,841-54.7% | $6,419-51.8% | $4,299-28.0% |
| Participant deferral / active EE | $7,037 | $9,865-28.7% | $9,331-24.6% | $6,507+8.1% |
| Admin fee / account holder | $205 | $17,692-98.8% | $16,305-98.7% | $12,624-98.4% |